+63.2%
KKR vs KWEB
-2.3%
+65.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | 0.0% |
| 7D | -6.2% | -5.6% | -0.6% | -4.9% |
| 30D | -8.9% | -10.7% | +1.8% | -6.4% |
| 3M | +6.3% | -7.4% | +13.7% | +8.0% |
| 6M | +16.5% | -19.3% | +35.8% | +22.1% |
| YTD | -20.3% | -27.8% | +7.5% | -13.9% |
| 1Y | -29.8% | -35.9% | +6.1% | -22.2% |
| 3Y | +63.2% | -1.9% | +65.1% | +59.8% |
| All | +63.2% | -2.3% | +65.5% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded KWEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling